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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.28 | 7.37 | 4.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.41 | 7.42 | 5.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Corporate Bond Index |
Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Corporate Bond Fund(Q-IDCW) | 8.37% | 5.26% | 49.44% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 0.65% | 0.02% | 0.15% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | 0.61% | 0.84% | 3.46% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 2.23% | 0.82% | 0.72% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
6.97 %
Holdings
5.24 %
Holdings
3.12 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
38
Total AUM
₹ 1,07,464.39 Cr.
Vikas Garg
AUM: ₹16,774.97 Cr.
|
Exp: —
Krishna Cheemalapati
AUM: ₹32,134.24 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%